Account Management & Strategic Advisory
• Own multi-threaded relationships across each account: champion, director, and VP-level at minimum. No single point of failure.
• Proactively map the customer org and build coverage before risk surfaces.
• Lead structured business reviews (QBRs/EBRs) that connect Power Factors value directly to customer outcomes and business priorities.
• Serve as the internal cross-functional nexus for customer advocacy - aligning CS, Sales, and Product around your accounts.
Customer Onboarding & Product Adoption
• Accelerate time-to-value on new accounts; identify where customers stall and proactively unblock them.
• Coordinate complex, multi-asset onboardings in partnership with Professional Services, delivering executive-level status updates independently.
• Guide customers to full platform utilization through proactive coaching, training, and usage analysis.
Renewals, Upsell & Novation
• Manage renewals 90+ days out. Multi-thread commercial relationships and drive NRR through proactive expansion plans with minimal Sales dependency.
• Own novation processes from EPC to plant owner, ensuring smooth transitions and continuity of value.
• Identify and develop expansion opportunities as a natural extension of account planning, not as a separate motion.
Customer Feedback & Data-Driven Insights
• Use account health data and customer signals to stay ahead of risk across your portfolio.
• Spot patterns across accounts and bring data-backed findings into renewal and account planning.
• Deliver structured, actionable feedback to Product and Support; you are a key voice of the customer internally.
Team Contribution
• Mentor CSM peers through informal coaching, account guidance, and knowledge sharing.
• Contribute to playbooks, frameworks, and best practices adopted by the broader CS team.
• Model AI-augmented ways of working: account planning, QBR prep, risk analysis, etc, and help codify repeatable workflows for the team.